top of page

Meet Our Team

Geoff Whiddon
Director | Snr Financial Adviser
CFP® SSA® M.FinPlan JP

Steve Martin
Strategic Financial Planner | Certified Money Coach

Terry Campbell
Financial Adviser
CFP® JP

Steve Whiddon
Business Development Mgr | Aged Care & Lending
Dip FP

Belinda Mace
Client Administrator

Georgina Balding
Client Administrator

Emma Weeks
Client Administrator

Sam Hamer
Paraplanner

Nicola Russel
Client Administrator

bottom of page